Leverage Robust Data Integration Capabilities to Drive Better Recommendations

Our robust householding feature provides advisors model complex relationships including referrals, family relationships, related parties, companies, and advisor-defined groups. To provide added flexibility, we support both hierarchical and ad hoc groupings such as associations or professional affiliations.

Householding can assign an unlimited number of parent-child and arbitrary relationships for a contact, such as those between spouses, joint account owners, a customer and accountant, and more. What’s more – it can support modeling one-to-one, one-to-many, many-to-many, and many-to-one relationships throughout the system.

Let Advisors Put More Focus on Managing Customers

This capability provides advisors the ability to:

  • View and manage the financial products, accounts, holdings, and related transactions – from multiple back office systems, for each customer, household, or company
  • Maintain householding for members of the same household with different addresses
  • Provide real-time aggregation of data within a Comprehensive Customer View, offering a complete view of the customer’s value
  • Roll up and/or aggregated interactions and account information along the defined relationship hierarchies
  • Generate reports at any level of the hierarchy

The Value that Our Householding Feature Can Provide You

  • Aggregate information along defined hierarchies
  • Segment assigned accounts into multiple “portfolios” by creating multiple hierarchies as required

And that’s not all!

Explore our CRM product further.

Get started today and let us help you attain success.

Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.

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Have a question? Get in touch with us today.

Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.

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